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LMS for Finance and Insurance

Maintain compliance, train new employees and increase employee productivity. Axis LMS takes the heavy lifting off the plates of HR Managers, with automation, real-time tracking, and support built for their workflow.

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Tackle the Compliance Workload with Easy to Use Tools

In financial services, HR managers and LMS coordinators carry the burden of compliance execution — without the tools to match. Manual assignments. Missed completions. Confusing systems. And when the auditors come calling? It's on them to prove everyone's done the work.

Does this sound familiar?

  • I'm still tracking completions in a spreadsheet.
  • Our LMS doesn't sync with our HR system — I have to upload CSVs.
  • People email me constantly asking how to log in.

Axis LMS solves these issues, with automation, real-time tracking, data sync, and more!

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Compliance in Finance is Critical

Key Features of Axis LMS for Finance

Standardized Training Programs

Axis LMS allows finance organizations to create standardized training programs, ensuring consistency in the knowledge and skills acquired by employees.By having a uniform training curriculum, organizations can enhance operational efficiency and reduce the risk of errors.

Scalability

As finance organizations grow, so do their training needs. Axis LMS is scalable, accommodating the increasing number of employees and evolving training requirements. Whether onboarding new hires or launching advanced training programs, the platform can scale to meet the organization's changing needs.

Gamification for Engagement

Finance training can be complex and demanding. Axis LMS introduces gamification elements to enhance engagement and make learning enjoyable. Through quizzes, simulations, and interactive modules, finance professionals can reinforce their knowledge in an engaging and competitive environment.

Data Analytics

Axis LMS provides robust analytics and reporting features that enable finance organizations to track the progress of training initiatives. Decision-makers can leverage data insights to identify areas of improvement, measure the effectiveness of training programs, and make informed decisions about future learning strategies.

Using Axis LMS, we now have a more scalable onboarding process for our employees, and due to the training platform, our employee retention has increased by 88%!

Jeanine Tran

Always Audit-Ready
With Real-Time Compliance Tracking


In your industry, compliance is non-negotiable. Axis LMS gives HR Managers complete visibility into course completion, certification statuses, and renewal dates, all updated in real time. They can generate audit-ready reports instantly, send automatic reminders to hold employees accountable, and rest easy knowing nothing slips through the cracks.


View
Progress

View Progress by team, role, or location with intuitive dashboards


Export Reports

Export Compliance Reports in your preferred format, ready for regulators


Automate Reminders

Automate Reminders and escalate overdue assignments seamlessly


Track Certification

Track Certification expirations and renewal cycles effortlessly


Manage Permissions

Manage Permissions to ensure the right people have control


Sync Employee Data

Sync Employee Data from your HR system for seamless updates

Launch Your Training Program Fast
with Ready-to-Go Training Titles


You've already seen the ease of assigning and tracking training — now imagine not having to create it. Our library of pre-made training titles lets you roll out training faster, without compromise.

Browse the Content Titles  


Connect Axis LMS with Your Existing Software & Services

Axis LMS connects directly to popular HR systems, directories, and single sign-on providers to keep employee data up to date, roles aligned, and access secure.

Automated Employee Data Sync & Lifecycle Management: Fetch data from your HRIS on a regular basis. Then, set the stage for your users, from creation to their last login, and automate every interval in-between.

Related Resources

Explore some additional related resources below.

4 Tips for Choosing an LMS

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Ready-to-Go Courses for Finance

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Why an LMS is Necessary For Every Organization

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Axis LMS for Finance Industry Trainers: FAQs

Yes. You can use the Integration Builder to easily connect with popular HR systems right out of the box! Also, for simple user syncing, the Automated User Imports feature will grab data from your HR system on a regular basis. You can also set up the LMS to send data to your HR system in real-time using Webhooks. Axis LMS also includes a REST API for more specialized options.

Yes. This can be done using the Automations area of the platform, and is fully configurable.

This is fully configurable by you. The suggested practice is to keep the existing user account, and have their role changed, or their access dates cut off (depending on the scenario).

Yes. The bulk uploads can be used to import new users, update existing users, or both. This can also be set up to be performed automatically at regular intervals.

Yes. Axis LMS has its own authoring tools, but bringing in external content is often as simple as dragging and dropping your content into the system.

Yes. Reminders can be sent out to Users, their Managers, and the Admin themselves. Some reminders also allow specific email addresses to be contacted.


Ready to Transform Your Finance Training? Get Started with Axis LMS Today!

Elevate your finance team's capabilities, drive compliance, and foster a culture of continuous improvement. Contact us now to explore the tailored solutions Axis LMS brings to the finance sector. Request a personalized demo today and witness the transformative power of Axis LMS.

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